John B. Dagher

AMERICAN VETERANS GROUP, PBC

Melville, NY 11747

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CRD#: 1043302

Professional summary

John Blaise Dagher is a registered financial professional currently at AMERICAN VETERANS GROUP, PBC located in Melville, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 1982. John has worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Blaise Dagher's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 12, 2021 - Present

AMERICAN VETERANS GROUP, PBC

Office #1: 324 S. Service Road Suite 107, Melville, NY 11747

CRD#: 291933

Melville, NY

Past

February 8, 2010 - September 11, 2020

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

New York, NY

Past

January 9, 2008 - December 14, 2009

CABRERA CAPITAL MARKETS, LLC

CRD#: 10081

NEW YORK, NY

Past

August 6, 2007 - January 9, 2008

POPULAR SECURITIES, LLC

CRD#: 8096

NEW YORK, NY

Past

March 2, 1998 - June 19, 2007

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

November 14, 1994 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

September 18, 1990 - November 14, 1994

CLAYTON BROWN & ASSOCIATES, INC.

CRD#: 3664

CHICAGO, IL

Past

March 20, 1990 - August 23, 1990

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

July 27, 1982 - January 9, 1990

GLICKENHAUS & CO.

CRD#: 2016

NEW YORK, NY

Past

April 29, 1982 - July 19, 1982

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(1/12/2021)

Exams

State Security Law Exam

Series 63

Date: 9/27/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/17/1982

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMERICAN VETERANS GROUP, PBC

CRD#: 291933 / SEC#: , 8-70063

Broker-Dealer Firm Regulated by FINRA (Long Island district office)

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Contact information

Main Address

324 S. Service Road Suite 107, Melville, NY 11747

Mailing Address

324 S. Service Road Suite 107, Melville, NY 11747

Phone number

(646) 933-8387

Established

Delaware since 10/20/2017

Firm type

Corporation

Fiscal year end

September

Firm Size

Small

# of Employees

FINRA licenses (13 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
BILES, WILLIAM B	CHAIRMAN / CEO	6509954
AMERICAN VETS GROUP FOUNDATION, INC.	SHAREHOLDER
FRAZIER, WILLIAM HENRY	PARTNER	1031058
KURTZER, JARED MICHAEL	MANAGING PARTNER	2726672
CARROLL, PAUL COURTNEY	CHIEF COMPLIANCE OFFICER	4655374
NIXON, JON ALAN	FINOP

Red Flags

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John B. Dagher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Blaise Dagher's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEYBANC CAPITAL MARKETS INC.

CABRERA CAPITAL MARKETS, LLC

POPULAR SECURITIES, LLC

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

CLAYTON BROWN & ASSOCIATES, INC.

TUCKER ANTHONY INCORPORATED

GLICKENHAUS & CO.

THOMSON MCKINNON SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/27/1993

SIE

Date: 10/1/2018

Series 7

Date: 4/17/1982

FINRA

Current Firm

AMERICAN VETERANS GROUP, PBC

Contact information

FINRA licenses (13 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

AMERICAN VETERANS GROUP, PBC

TRUST BUT VERIFY

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